Elevate Your Expectations for Your Financial Life

Your future is built on the foundation of the financial choices you make today. Choosing the right team to walk with you through the uncertainties of life isn’t easy. That’s why we built a boutique, client-centric firm that is ready to help you accomplish your goals.

Imagine Your Future Planned Now

Imagine yourself:


On track to meet your goals


Free from concerns over your financial future


Retiring when you want, how you want


Making the most of your wealth now

As a transparent wealth advisor, we strive to help you live the life you want.

About Ascend

Ascend was founded in order to focus solely on the unique concerns of people who value customized wealth management from trusted financial professionals.

Contact Us

Contact us today for a complimentary analysis of your financial journey.


Ascend Financial Consultants is an SEC registered investment adviser. However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information contained within this website is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. For detailed information about our services and fees, please read our Form ADV Part 2A, which can be found at https://www.adviserinfo.sec.gov or you can call and request a copy at (626) 405-0256.